Balances to Compare (Toggle on WO/CO Dashboard)

Screen ID: ILNWO-06
Screen Title: Balances to Compare
Panel ID: ILNWO-06
Tool Number: 476
    Click here to magnify

This screen appears after using the Toggle button above the balance columns on the Write-off/Charge-off dashboard

Use this window to select the balances to compare for calculating the Net Change $ and Net Change %. The Net Change figures can be helpful for determining the amount recovered on a written off loan.

Using end-of-month (EOM) balances for comparison may help to gather loan recovery amounts for the 5300 Call Report.

  • For example, after filtering the main dashboard with the appropriate loan grouping, you can compare EOM December 2022 with EOM March 2023 to determine the amount recovered for quarter 1 2023.